An Update on Three Dynamics in Emerging Markets

Global Team Perspectives by Nick Niziolek, CFA and Todd Speed, CFA
August 15, 2019

Through the first half of the year, EM growth equities have gained ground on value and global companies have rebounded. In a volatile environment, the convertible market provides abundant opportunities for risk management.

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Is Your EM Allocation Vulnerable to Index Vagaries?

John P. Calamos Sr.
September 29, 2014

John P. Calamos, Sr., CEO and global co-CIO, takes a look at how emerging market indexes are constructed and explains why passive EM strategies, including passive ETFs, may be subject to risks an active approach can avoid.

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¡Viva La Reforma! Part II

Nick Niziolek
September 3, 2014

Economic reforms in Mexico continue to provide tailwinds for investment opportunities, according to Co-Portfolio Manager Nick Niziolek.

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Emerging Markets: PR is on the Upswing

Nick Niziolek
May 28, 2014

Co-Portfolio Manager Nick Niziolek discusses the rebound in emerging market equities, the factors that could catalyze continued upside, and where the team sees opportunities.

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Emerging Markets Should Fire Their PR Firms

Nick Niziolek
March 10, 2014

Nick Niziolek discusses the negative sentiment that has engulfed the EMs overall, and where the Calamos team sees encouraging developments. He also speaks to the team’s long-standing caution about investing in countries like Russia.

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